JABWX Mutual Fund

JABWX Mutual Fund

NAV$12.10
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Returns Overview

1 Month
-0.90%
3 Months
+0.36%
6 Months
+0.23%
YTD
+0.72%
1 Year
+3.78%
3 Years (annualized)
+4.18%
5 Years (annualized)
+0.55%
10 Years (annualized)
+1.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JABWX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Global Aggregate Bond (USD Hedged) Index
This Mutual Fund (YTD)
+0.72%
Peer Avg (YTD)
+0.25%
vs Peers
+0.47%

JABWX Mutual Fund Performance

JABWX performance across multiple time periods: 1-month -0.90%, YTD 0.72%, 1-year 3.78%, 3-year 4.18%, 5-year 0.55%, 10-year 1.86%.

JABWX returns outperform the peer average of 0.25% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

JABWX vs another fund shows side-by-side returns. JABWX alternatives are available in the Mutual Fund Screener.